Nucleus Financial
Andrew McLevey is an experienced trading analyst with a robust background in equity and fund trading, currently employed at Nucleus Financial since January 2021. Prior experience includes roles at Genpact and Interactive Investor, where Andrew contributed significantly to the company's growth and market position, leading initiatives in client relationship management, IPO business introduction, and regulatory compliance. At Barclays Wealth Management, Andrew held various positions over nearly two decades, including Senior European Equities Dealer, where responsibilities spanned managing high volumes of orders and enhancing operational procedures. Andrew's foundational experience includes settlement roles at Allied Provincial Securities Ltd and a strong educational background culminating in a Registered Representative Exam credential.
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Nucleus Financial
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Nucleus Financial Group PLC, formerly Nucleus Financial Group Limited, is a United Kingdom-based company, which rovides independent wrap platform services to over 2, 200 adviser users across more than 800 financial adviser firms. The Company's wrap platform with access to a range of tax wrappers and an open architecture approach to investments. The Company's platform allows users to combine all of clients' assets into a single, manageable online account. The Platform offers a range of custody, trading, payment, reporting, fee-handling, research and integration services and a variety of tax wrappers. Asset choices including cash, OEICs, Unit Trusts, offshore funds, structured products and listed securities, including ETFs and investment trusts, are available through the Platform.